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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,444 | $65,034-90.1% | $90,970-92.9% | $79,856-91.9% |
| Participation rate | 90.2% | 61.6%+28.6pp | 69.0%+21.2pp | 69.6%+20.6pp |
| Annual return | 8.68% | 30.45%-21.8pp | 134.60%-125.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $496 | $1,247-60.3% | $2,122-76.6% | $2,471-79.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $773 | $4,536-83.0% | $5,961-87.0% | $5,306-85.4% |